What our clients have to say

This overdue email is to sincerely thank you and your very competent team for the wonderful help, advice and support given to us in 2020. Your deeply appreciated, collective effort has enabled us to live more comfortably financially. We always admire your focussed but clearly explained investment terminology, suggested strategy and guidance. Thanks again.

TIM AND JULINDA - CARLINGFORD NSW

Roger has been planning and implementing my financial affairs for several years now. He has set up the transition to retirement process for me and every year we review and amend as is necessary. He is always available to offer input and advice when I need it. His expertise and knowledge have given me a feeling of safety in his advice and the outlook for my financial future. I value his services.

MEREDITH - KINGS LANGLEY NSW

Roger and his team have been looking after us in the most positive directions now for many years to achieve the best possible outcomes support our income streams in line with our retirement plans. Roger is part of our bigger family, always keeping us informed. We are all too busy to worry about our finances at times and that’s why Pauline and I have entrustedRoger and his team knowing they are dedicated and have our best interests. We have no hesitation recommending Roger. Thanks again.

GARY AND PAULINE - PLUMPTON NSW

Dear Koreen, We would like to thank you for you great ongoing service. We really appreciate the updates and your professionalism and are totally happy with your direction and help.

MICHAEL & DAWN - ST CLAIR NSW

The best decision we ever made was to go with Roger! Down to earth and explains everything in simple English for us to understand, we were so comfortable right from the outset. Roger and his team do an outstanding job. The weekly updates are fantastic! We are so happy. Thanks again.

JOHNNY AND JEANIE - BLACKTOWN NSW

Roger thank you so much for the reliability I have experienced from yourself and your team over the years you have been my advisor. It has been much appreciated.

VIVIAN - KINGSWOOD NSW

I am over the moon with how Roger and his team have looked after me from the start. They have made me feel like part of the family as every second Thursday I pop in to have a coffee with the team. I have had no regrets placing my investment in his hands, I have never had to worry about it. I would strongly recommend Roger’s services..

BOB - FAIRFIELD NSW

We are long-time clients, we find that we are well informed, regularly contacted and given sound advice on strategies and services. Roger Sousa and his trusted team are friendly and reliable and as clients, we are welcomed whenever we require advice. We highly recommend Roger and his team for their prompt and expert service. We recently visited Roger and his team. We were most impressed with the comforting and caring atmosphere and we felt valued and assured that our investments are in good hands.

RON AND CHARMAINE - DUNDAS NSW

Roger and his team are nothing short of professional and trustworthy. Over the years, the advice has always been thorough, sound, and valuable in helping us reach our financial goals.  We are very thankful for the ongoing advice and appreciate everything they have done for us.

SYLVIA AND ROBERT - PROSPECT NSW

Dear Koreen, We would like to thank you for your great ongoing service. We really appreciate the updates and your professionalism and are totally happy with your direction and help of the team.’

IAN AND JULIE

Roger and his staff have always been responsive and sympathetic to our requirements. Through these trying COVID times we have been updated regularly on market trends and appreciate the advice and direction provided by Roger. We can honestly recommend the services offered and commend all of the staff for their concern, guidance and help we have received.

PHILIP AND SANDY - ORCHARD HILLS NSW

Roger a big thank you to you and your staff for taking care of all the problems I had with my super, transferring from another financial advisor, then setting up an allocated pension, transferring from a disability pension and dealing with all the Centrelink paperwork. Nothing was too much trouble when we had questions, all of which were answered quickly. Ongoing support and being kept informed of what is going on in the financial world, it's much appreciated, and to know that our future is being looked after. Many thanks

VIKI AND NICK - SEVEN HILLS NSW

We would like to take this opportunity in thanking Roger and his team for their honest and friendly service. They really care. Thanks Roger and team.

STANLEY AND CAROL - SEVEN HILLS NSW

I have known Roger for a long time now, over 10 years?  Roger is like a friend and someone I recommend and trust with managing and investing my money. He is well informed and knows his business very well. Roger and his friendly and well-informed team, ARE THE BEST!

ROSE - THE PONDS NSW

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